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AssuredPartners Investment Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

AssuredPartners Investment Advisors’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.08M Buy
+182,693
New +$5.43M 0.66% 36

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

AssuredPartners Investment Advisors's FENY Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q1 2026: 182,693 shares worth $6.08M. The stake represents 0.66% of the portfolio and ranks #36 among its holdings.

257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • AssuredPartners Investment Advisors held 182,693 shares of Fidelity MSCI Energy Index ETF worth $6.08M as of Q1 2026.
  • Fidelity MSCI Energy Index ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
  • Fidelity MSCI Energy Index ETF made up 0.66% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #36 holding.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.